Ten Brookfield Ameriprise Financial Advisors receive 2014 five star wealth management award
Receiving the Five Star Wealth Management honor are first-year winners Katie Braun, Jeff Loiselle and Yvette Stewart, CRPC®; two-year winner Barb Donaldson, CRC®; three-year winners Bob DiDonato, CIMA® and Brian Faracy; and four-year winners Gary Dunco, CFA®, CFP®, CRPC®, APMA®, Tom Hille, CFP®, Christine King, CFP®, CRPC®, CDFA, and Sarah Oberhofer, MBA.
To receive the 2014 Five Star Wealth Manager award, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with providing quality services to clients including client retention rates, client assets administered, firm review and favorable regulatory and complaint history.
As financial advisors with Ameriprise Financial, these 10 professionals focus on helping their clients plan for their financial goals for a lifetime – through a personal long-term financial planning relationship. For more information, please contact Ameriprise Financial at 16650 W. Bluemound Road, Suite 800, Brookfield, or by phone at (262) 785-1010.
About the research process:
The FIVE STAR Wealth Manager Program (“Program”) research was conducted between October and December of 2014. All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: http://www.fivestarprofessional.com/wm2013researchoverview.htm
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